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Which companies will win the chip wars?
Chip wars are upon us; we may see some volatility, but the long-term prognosis is outstanding; who will be the winners in this huge, fast-moving sector?
As one gets older, the memory starts to fade, but as the chip business gets older, memory gets bigger. I worked for a chip design company once, and there was a joke. “Don’t ask what the cost of memory is; ask what year it is?” Okay, it wasn’t that funny, but the point is that as memory expands, it gets cheaper per unit. And the curve tracking advances in memory and price per unit (kilobyte,…
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